Unicorn Outstanding British Companies Class B - Accumulation (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
The Unicorn Outstanding British Companies fund aims to grow your money over the long run by investing in high-quality UK companies of all sizes, although it invests more in small and medium-sized companies than most other UK funds. We think smaller businesses have great long-term potential, but they're higher-risk.
We removed the fund from the Wealth Shortlist in October 2021 due to concerns about the firm's governance framework, which we believed could have been better at managing investment activities and mitigating risk. We also thought Unicorn carried a high degree of key-person risk, with one individual responsible for a number of the firm's important functions.
Since then, we're pleased to see that the investment risk function at Unicorn has received more resource which has helped reduce key person risk. Overall, we believe the firm is moving in the right direction, but we want to allow these changes to bed in, and will continue to monitor any further changes.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
24/12/19 to 24/12/20 | 24/12/20 to 24/12/21 | 24/12/21 to 24/12/22 | 24/12/22 to 24/12/23 | 24/12/23 to 24/12/24 | |
---|---|---|---|---|---|
Annual return | -13.15% | 12.00% | -13.92% | 1.73% | -1.74% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.